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S&P Global

1,499 hedge funds and large institutions have $87.4B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 558 increasing their positions, 611 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 85.15%86.88% (+1.7%)

9% less repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 611

4% less funds holding

Funds holding: 1,5561,499 (-57)

12% less capital invested

Capital invested by funds: $99.2B → $87.4B (-$11.8B)

20% less funds holding in top 10

Funds holding in top 10: 7459 (-15)

25% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 131

34% less call options, than puts

Call options by funds: $575M | Put options by funds: $874M

Holders
1,499
Holders Change
-57
Holders Change %
-3.66%
% of All Funds
25.82%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
558
Reduced
611
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$631M -$33.1M -92,571 -4%
UBS AM
27
UBS AM
Illinois
$604M -$34.6M -96,590 -5%
American Century Companies
28
American Century Companies
Missouri
$602M -$145M -405,372 -17%
Temasek Holdings
29
Temasek Holdings
Singapore
$553M -$94.1M -262,980 -13%
Charles Schwab
30
Charles Schwab
California
$543M -$1.46M -4,087 -0.2%
Amundi
31
Amundi
France
$541M +$128M +357,046 +27%
Ninety One (UK)
32
Ninety One (UK)
United Kingdom
$507M +$31.8M +89,024 +6%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$503M -$15.7M -43,770 -3%
Ameriprise
34
Ameriprise
Minnesota
$492M +$13.1M +36,709 +2%
LP
35
Longview Partners
Guernsey
$469M +$550M +1,536,036 New
Neuberger Berman Group
36
Neuberger Berman Group
New York
$463M +$37.8M +105,667 +7%
Capital Research Global Investors
37
Capital Research Global Investors
California
$445M -$19M -53,182 -4%
RCWMU
38
Rothschild & Co Wealth Management (UK)
United Kingdom
$438M +$5.42M +15,150 +1%
Deutsche Bank
39
Deutsche Bank
Germany
$431M -$21.3M -59,659 -4%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$429M +$3.76M +10,518 +0.8%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$419M -$11.7M -32,763 -2%
Lazard Asset Management
42
Lazard Asset Management
New York
$412M -$36.1M -100,808 -7%
SGA
43
Sustainable Growth Advisers
Connecticut
$396M +$4.59M +12,827 +1%
VFCM
44
Valley Forge Capital Management
Florida
$396M
Wells Fargo
45
Wells Fargo
California
$393M -$20.1M -56,243 -4%
Principal Financial Group
46
Principal Financial Group
Iowa
$393M +$59.2M +165,512 +15%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$386M -$13.8M -38,452 -3%
IFP
48
Independent Franchise Partners
United Kingdom
$346M -$11.5M -32,068 -3%
CS
49
Credit Suisse
Switzerland
$340M -$10.4M -28,984 -3%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$338M -$27.2M -76,037 -7%

SPGI Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2022, worth a combined $87.4B — down 12% from $99.2B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of SPGI and 98 opened new positions — a net loss of 33 holders — while 611 trimmed existing stakes and 558 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $831M. The largest seller was Capital World Investors, cutting an estimated $726M.

  • 1,499 institutional investors held S&P Global (SPGI) as of Q3 2022, down from 1,556 in Q2 2022.
  • Funds reported $87.4B of S&P Global stock for Q3 2022, down 12% quarter-over-quarter.
  • 98 funds opened new S&P Global positions in Q3 2022 and 131 closed out, a net change of -33 holders.
  • The largest S&P Global buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $831M added.
  • The largest S&P Global seller in Q3 2022 was Capital World Investors, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2022.